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Investing in megatrends in India

Investing in megatrends in India

by | Aug 4, 2017 | Investor's Notebook

Stock markets in India have been soaring as the economy enters a prolonged period of political and economic stability. At elevated valuations, near term returns seem uncertain but investors should focus on riding the megatrends. India’s per capita income has grown by...
What next for G-10 currencies and crude oil?

What next for G-10 currencies and crude oil?

by | May 6, 2017 | The Macro View

The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon...